Eric Vanden Acker

Financial security is something many of us strive to achieve in our lives, and financial planning towards that security doesn't happen by chance. Eric and his team will build a strategy around financial planning that will help protect your finances while enhancing your goals of accumulating and distributing your wealth. With his team and community of experts, they strive to provide exceptional service that encompasses the needs and wishes of each person and family they work with. Whether you are concerned for your own financial needs or those of your family or your business, they can help you identify your goals and develop a plan that addresses these needs to get you started on the path to financial security.

My Mission

Eric helps people achieve their financial goals and meet their financial responsibilities for today, tomorrow and the future. His goal is to ensure they are protected against life's curveballs, on a path to accumulate wealth and use that money in retirement as effectively as possible. He has a passion for helping others and building relationships with people he works with, and he looks forward to working with you.

My Values

Eric and his team are focused on educating people they work with, providing honest feedback and providing a exceptional customer relations at every step of our process. 

As we work together, he will use an approach that typically consists of five steps:

1. Factfinding - Collect and discuss information on your current financial situation in our initial meeting.
2. Progress Check - Determine your financial goals and objectives and assess your progress.
3. Financial Roadmap - Recommend a plan to help you meet your goals.
4. Implementation - Assure seamless transition to implement your plan.
5. Service - Monitor your progress to determine if adjustments need to be made to reach your financial goals as life changes.

His vision is to have long-term relationships that balance clients' short-term needs and long-term goals.